Excel Ledger Spreadsheet with Dropdowns
Budget: $10 – $30 USD
I need an expert in Excel to create an automated ledger spreadsheet for my daily use. It should have a dropdown menu that allows me to select both dates and descriptions. The spreadsheet should also include columns for credits, debits, balance, stock value, tag number, costs, quantities and a notes section as seen in the image attached.
It should also connect to another page that contains stocks of the items that i both buy and sell, it should update the stock quantity, value and the cost price with the sale price and the margin between them.
Key features required:
- Dropdown menu: Must allow for selection of both dates and descriptions.
- Automatic calculation: Balances and stock values must be calculated automatically upon entry of credits and debits.
-Cross connectivity: between the stock page and the ledger page
- Data visualization: Creation of bar graphs to compare monthly credits and debits.
Ideal candidate should have:
- Proficiency in Excel and advanced knowledge of formulas.
- Experience in designing and implementing automated spreadsheets.
- Ability to create clear and insightful data visualization.
Your role will be to create a functional and user-friendly spreadsheet that streamlines my daily financial tracking and provides analytical insight through monthly comparisons. Please refer to the attached image as a guide for the formatting and content of the spreadsheet.
It should also connect to another page that contains stocks of the items that i both buy and sell, it should update the stock quantity, value and the cost price with the sale price and the margin between them.
Key features required:
- Dropdown menu: Must allow for selection of both dates and descriptions.
- Automatic calculation: Balances and stock values must be calculated automatically upon entry of credits and debits.
-Cross connectivity: between the stock page and the ledger page
- Data visualization: Creation of bar graphs to compare monthly credits and debits.
Ideal candidate should have:
- Proficiency in Excel and advanced knowledge of formulas.
- Experience in designing and implementing automated spreadsheets.
- Ability to create clear and insightful data visualization.
Your role will be to create a functional and user-friendly spreadsheet that streamlines my daily financial tracking and provides analytical insight through monthly comparisons. Please refer to the attached image as a guide for the formatting and content of the spreadsheet.